How we Work with Platforms
When it comes to platform selection, TPA, Inc. is impartial. Among our 700+ plans, we have worked with many; if not all of the recordkeeping options. We are happy to consult on alternatives based on our experience with other plans and the goals of the business, but we leave this decision up to the client and their Financial Advisor.
Once a platform has been chosen, TPA, Inc. will establish a relationship with the service team to access all information needed to complete administration and compliance for your plan.